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Linda Marie Armstrong

Advisor at World Market Advisors — South Royalton, VT

Updated today

Credentials

Series 65

Experience

3 years

Location

South Royalton, VT

World Market Advisors logo

World Market Advisors

Supported

Total advisors

3

Across 2 offices

Clients per advisor

22 Low

Avg AUM per client

$1,057,850 High

HNW client ratio

45% High

About

Linda Armstrong is a financial advisor at World Market Advisors with three years of industry experience. She holds the Series 65 designation. Prior to her current role, she worked for Classical Conversations for a total of 11 years. World Market Advisors provides financial planning, consulting, and discretionary portfolio management to both individual and institutional clients. The firm employs a mix of fundamental, technical, cyclical, and quantitative analysis to develop investment policy statements and typically manages long-term, passive-oriented portfolios under discretionary authority.

Client services

Based on World Market Advisors

Financial planning Portfolio management Pension consulting
Project consulting/bank advisory services

Expertise

Based on World Market Advisors

College savings (529s, UTMA, etc.) Cash flow / budgeting Debt management General estate planning guidance General retirement planning

Occupation focus

Based on World Market Advisors

Founder/Business Owner

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Fee options

Fixed

Financial planning one-time fees: $350 for Lightning Plan (approx 2 hours consultation), $3,500 for Comprehensive Plan (approx 10 hours + 1 year subscription); Pension consulting fixed fee: $25,000 annually billed quarterly; Bank advisory services fixed fee: $25,000 annually billed quarterly

Percentage

Initial $0 - $1,000,000: 1.00% annually Assets over $1,000,000 - $5,000,000: 0.60% annually Assets over $5,000,000+: 0.25% annually

Project-based

$350 per hour, billed in 15-minute increments

Subscriptions

Monthly subscription fee of $139 for Agile Financial Planning Service

Location

See office

South Royalton, VT

South Royalton VT

Advisors at this office

1

Most active in

New Hampshire · Vermont

Work history

3 years of industry experience

World Market Advisors

2023 - Present • 3 years

Hanover, NH

Classical Conversations

2023 - 2025 • 2 years

Southern Pines, NC

Unemployed

2022 - 2023 • 1 year

South Royalton, VT

Classical Conversations

2013 - 2022 • 9 years

Southern Pines, NC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Razvan M

Series 65, Series 66

Hanover, NH

Mirica Wealth

Razvan Mirica is the principal advisor at Mirica Wealth with 20 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Flagship Harbor Advisors, LPL Financial, and Ameriprise. Since 2018, he has operated Mirica Wealth Management LLC as an independent advisory firm. Mirica Wealth serves individuals, families, high-net-worth clients, corporations, and charitable organizations by providing financial planning and discretionary portfolio management. The firm primarily uses diversified, passive portfolios with index mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis, offering subscription-style ongoing financial planning with regular reviews.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance
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Carl B

CFP®, Series 63, Series 65, Series 66

White River Junction, VT

Fenwick Investments, LLC

Carl Bulgini is a CFP® professional with 19 years of experience in financial advisory services. He is the principal of Fenwick Investments, LLC, an independent firm he has been associated with since 2012, and has also worked with Westport Resources Investment Services since 2014. In addition to his advisory role, Bulgini holds licenses as an insurance agent and mortgage loan originator, offering related products and services to clients. Fenwick Investments provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, institutions, and pension plan participants. The firm employs fundamental analysis and a long-term investment approach to build portfolios aligned with clients’ risk tolerances and time horizons, typically operating under discretionary authority to implement trades.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
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Michael T

Series 63, Series 65

Hanover, NH

Michael D. Taxman Investment Management

Michael Taxman is the sole advisor at Michael D. Taxman Investment Management, an independent firm based in Hanover, NH. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including three years at First Financial Resources prior to founding his firm in 2003. The firm provides ongoing investment supervisory services to individuals, trusts, foundations, and charitable organizations, managing $137 million across 76 accounts as of December 31, 2025. It employs individualized investment strategies focused on broad diversification using low-cost, passively managed mutual funds and ETFs, supplemented by select fixed-income instruments, with an emphasis on U.S., international, and emerging market equities and shorter-term, higher-quality bonds.

Passive / index investing Wealth management
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Timothy R

Series 66

Killington, VT

Alpenglow Advisors LLC

Timothy Ryan is a financial advisor at Alpenglow Advisors LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Personal Capital Advisors, Bank of America, Merrill Lynch, and Morgan Stanley. Alpenglow Advisors LLC provides goals-based financial planning and portfolio management to individuals, families, and small businesses. The firm emphasizes asset allocation and diversification, using automated rebalancing, tax-loss harvesting, and asset-location tools, and leverages Betterment’s institutional platform for trade aggregation and custody-related support.

Tax-loss harvesting

Sally B

CFP®, CDFA®, ChFC®

Hanover, NH

SJ Boyle Wealth Planning, LLC

Since 1983, I have helped families navigate the complexities of wealth. Today, from my office in Hanover, NH, I provide more than just portfolio management; I offer a steady hand through life’s most turbulent transitions. I believe that understanding the "why" behind your money is just as important as the numbers on the page.

General retirement planning LGBTQIA Baby Boomers (Born 1946-1964)
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Leif D

CFP®, Series 65

Hanover, NH

Wadsworth & Daulaire Financial Planners

Leif Daulaire is a CFP® professional with six years of experience, currently serving at Wadsworth & Daulaire Financial Planners in Hanover, NH. His prior roles include positions at Financial Navigators Inc. and Global Rescue LLC. Wadsworth & Daulaire Financial Planners provides comprehensive financial planning services to individuals, families, employer retirement plans, trusts, and small businesses. The firm emphasizes a tailored planning process and generally does not manage client assets or accept discretionary trading authority.

College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Retirement income strategy
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